Professionals

The PTC Professional Partners Advantage

The Private Trust Company, N.A. (PTC) offers a powerful solution for attracting and retaining client relationships by implementing wealth and legacy plans with the expertise you and your clients deserve. Our unique business model within the trust administration space emphasizes independent investment advice and an open architecture approach with respect to wealth management, providing high-net-worth individuals and families with flexibility and choice in utilizing their preferred financial advisors to manage investment assets held in trust.

PTC’s open architecture approach to fiduciary services does not impose wealth management proprietary products, or rigid models on our customers. Rather, we enable – and encourage – clients to maintain their relationships with their trusted advisors while we serve as trustee or co-trustee.

 

The Partner You Trust with the Relationships You Value Most

  • PTC provides trust administration services to families and institutions, working closely with their financial advisors, attorneys, tax professionals, and accountants.
  • Our goal is to assist you in maintaining your relationship as your clients’ most trusted advisor.
  • Our approach enables you to better maintain intergenerational relationships when assets are held in a trust and passed down to beneficiaries.

To learn more about how our trust services can benefit your clients and your practice, Contact Us today.